Better Investment decisions start with transparency and understanding what you own
Our goal is to make plans that help you, not us. It’s hard to make smart, rational decisions about your own money. But it’s also hard to know who to trust as an advisor. Everyone’s telling you something different, and what you don’t know can hurt you.
My 5 Pillars of Success
What's different about working with Richard Hendry
Transparent Pricing
We offer a transparent pricing model, where we will always fully disclose our advisory fees, and any other costs associated with your investments or accounts.
Personal Service
Since 1994, I’ve built my practice by sitting down directly with clients and traveling to their homes around the country to develop deeper relationships. I'm just a phone call away, and you won't go through a financial salesperson or client relations manager.
Know What You Own
The investing world is full of complex financial products whose names alone can make your eyes glaze over. If appropriate, I'll help you buy stocks directly in companies you know and believe in. You can have confidence when you understand exactly where your money is going.
Manage Your Risk
Buy Quality, Avoid the Junk. You don't have to take unnecessary risks by shorting the latest viral meme or chasing a cryptocurrency you don't understand. Instead, just own the quality stocks in different industries: tech, home improvement, defense, beauty, and more.
Invest in America
I believe in keeping it simple. Some of the greatest companies in the world are right here in the US, which is where I like to focus my investment strategy. We'll create a plan together discussing all options based on your goals and circumstances.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s ADV Part 2A and Wrap Fee Program Brochure as well as the client agreement.
Comprehensive Planning
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
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